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Wealth Alliance’s iShares Gold Trust IAU Stock Holding History

Wealth Alliance’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.91M Sell
101,021
-46,463
-32% -$4.26M 0.88% 18
2025
Q4 		$12M Sell
147,484
-3,191
-2% -$250K 1.17% 15
2025
Q3 		$11M Buy
150,675
+25,217
+20% +$1.65M 1.13% 16
2025
Q2 		$7.82M Sell
125,458
-17,420
-12% -$1.08M 0.87% 18
2025
Q1 		$8.42M Buy
142,878
+30,744
+27% +$1.66M 1.02% 14
2024
Q4 		$5.55M Buy
112,134
+17,836
+19% +$896K 0.66% 23
2024
Q3 		$4.69M Sell
94,298
-45
-0% -$2.11K 0.56% 25
2024
Q2 		$4.14M Sell
94,343
-243
-0.3% -$10.7K 0.54% 27
2024
Q1 		$3.97M Sell
94,586
-112
-0.1% -$4.39K 0.52% 28
2023
Q4 		$3.7M Sell
94,698
-701
-0.7% -$26.2K 0.52% 32
2023
Q3 		$3.34M Buy
95,399
+3,377
+4% +$123K 0.53% 31
2023
Q2 		$3.35M Buy
92,022
+1,130
+1% +$42.4K 0.5% 32
2023
Q1 		$3.4M Sell
90,892
-3
-0% -$108 0.55% 27
2022
Q4 		$3.14M Sell
90,895
-2,939
-3% -$96.5K 0.56% 28
2022
Q3 		$2.96M Buy
93,834
+113
+0.1% +$3.7K 0.58% 26
2022
Q2 		$3.21M Buy
93,721
+161
+0.2% +$5.73K 0.62% 26
2022
Q1 		$3.45M Sell
93,560
-34
-0% -$1.22K 0.7% 21
2021
Q4 		$3.26M Sell
93,594
-81
-0.1% -$2.77K 0.66% 24
2021
Q3 		$3.13M Sell
93,675
-27
-0% -$920 0.7% 24
2021
Q2 		$3.16M Buy
93,702
+2,636
+3% +$91.1K 0.74% 21
2021
Q1 		$2.96M Sell
91,066
-6,533
-7% -$223K 0.83% 19
2020
Q4 		$3.54M Buy
97,599
+501
+0.5% +$17.9K 1.04% 15
2020
Q3 		$3.49M Sell
97,098
-356
-0.4% -$13K 1.26% 12
2020
Q2 		$3.31M Buy
97,454
+1,093
+1% +$35.8K 1.31% 13
2020
Q1 		$2.9M Buy
96,361
+10,116
+12% +$306K 1.57% 10
2019
Q4 		$2.5M Buy
+86,245
New +$2.45M 1.78% 15

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wealth Alliance's IAU Position: Q1 2026 in Review

Wealth Alliance reduced its iShares Gold Trust (IAU) stake by 32% in Q1 2026, selling an estimated $4.26M and leaving 101,021 shares worth $8.91M. The position accounts for 0.88% of the portfolio, ranked #18.

Wealth Alliance first reported a position in IAU in Q4 2019 and has held it in 26 quarters since. The position peaked at $12M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Wealth Alliance held 101,021 shares of iShares Gold Trust worth $8.91M as of Q1 2026.
  • Wealth Alliance sold 46,463 iShares Gold Trust shares in Q1 2026, an estimated $4.26M.
  • iShares Gold Trust made up 0.88% of Wealth Alliance's portfolio in Q1 2026, its #18 holding.
  • Wealth Alliance first reported a position in iShares Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • Wealth Alliance's iShares Gold Trust position peaked at $12M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.